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Legacy Wealth Management (Idaho)’s DTE Energy DTE Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$35.1K Buy
265
+10
+4% +$1.33K 0.02% 184
2025
Q1 		$35.3K Hold
255
– – 0.02% 173
2024
Q4 		$31.3K Hold
255
– – 0.02% 157
2024
Q3 		$30.2K Buy
+255
New +$30.2K 0.02% 160